Field Ops 360

FieldOps 360 is the field app for collection agents. See every account assigned to you, record each visit with photos and follow-up details, and keep working when the signal drops. Every visit counts. YOUR DAY AT A GLANCE • A dashboard with your totals: accounts assigned, visits pending and completed, accounts with photos, and accounts due for follow-up • Your newest assignments, one tap away ASSIGNED ACCOUNTS • Search by borrower name, account number, loan reference, contact number or address • Filter by status, such as pending visit, visited, promise to pay or for follow-up, with a count on each filter • Newest assignments listed first COMPLETE ACCOUNT DETAILS • Borrower, account number, loan reference, contact number, area and address • Outstanding balance and loan status • Collateral details, including plate, serial and motor numbers VISIT UPDATES • Record the visit date, where you went and what happened • Log who you spoke with, the result and the action taken, using your company's own result codes • Capture a promise-to-pay date, the expected amount and the next follow-up date • Note the collateral's result and condition • Add internal notes for your team • Mark an account's task as completed PHOTO PROOF • Take photos with your camera or attach them from your gallery • Tag each photo as collateral, plate number, odometer, interior, exterior, document or other, and add remarks LOCATION STAMP • With your permission, each visit update records the location where it was saved WORKS WITH WEAK OR NO SIGNAL • Your assigned accounts stay on your phone, so you can keep working offline • Visit updates and photos are saved on your device first, so nothing is lost without signal • When you're online, new updates upload as soon as you save them • Anything saved offline waits on the Sync screen until you send it with one tap VISIT HISTORY • Review every past update and photo for an account, including whether it has been uploaded SIGNING IN FieldOps 360 is for collection agents whose company uses it. You need an account from your company's administrator to sign in. Choose Remember me to stay signed in. For access or help, contact your administrator. PERMISSIONS • Camera: to take visit photos • Location: to record where each visit update was saved • Network access: to download your assignments and upload your updates